See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,549 | $149,040-41.9% | $120,225-28.0% | $137,256-36.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.86% | 605.68%-588.8pp | 439.23%-422.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,922 | $4,350+13.1% | $3,475+41.6% | $4,156+18.4% |
| Participant deferral / active EE | $8,890 | $4,655+91.0% | $3,999+122.3% | $6,407+38.8% |
| Admin fee / account holder | $11,395 | $6,348+79.5% | $5,696+100.0% | $12,270-7.1% |